Proof with every delivery
When an inquiry is billed to your firm, can you see why it qualified?
You can see why an inquiry was billed, field by field.
A screening record is not a case evaluation and not legal advice.
Record attached to every inquiry · Inspectable before you pay · No obligation
What missing records cost
An inquiry with no record behind it is a charge you cannot check.
A name and a phone number tell your intake team nothing.
Disputes become opinion against opinion with no record to examine.
You cannot audit a channel you cannot inspect.
How the record is built
The screening answers are captured, kept, and delivered with the inquiry.
Nothing is reconstructed afterwards. The record is written as the screening happens.
- 01
Capture
Answers are recorded during screening, not reconstructed later.
- 02
Compare
Answers are measured against the agreed criteria.
- 03
Deliver
The record travels with the inquiry, to the people you nominate.
Fields delivered
The facts behind every billing decision
- 01
Contact details
Name and the contact information agreed in your delivery format.
- 02
Screening answers
The answers the person gave, preserved as given.
- 03
Qualification record
The agreed criteria applied and how the answers met it, with a delivery timestamp.
Illustrative qualification record
A record intake can review field by field
| Check | Answer | Result |
|---|---|---|
| Work-related injury | Yes | Meets criteria |
| Within agreed market | Yes | Meets criteria |
| Currently represented | No | Meets criteria |
| Delivered | Timestamped at delivery | Recorded |
Illustrative example. Not a record of past performance or results.
Want every billed inquiry tied to the answers and criteria that qualified it?
03 - Start here
Design the screening record around your intake workflow.
Describe your market, required screening facts, delivery destination, capacity, and budget so we can scope the record and quote together.
- 01
Required facts
- 02
Review fields
- 03
Record scope
- 04
Delivery contact
Ready for auditable delivery
Who benefits from recorded screening
This is for you if
- Intake staff who work from written notes
- A firm that audits its acquisition channels
- A preference for evidence over assurances
- Willingness to agree the delivery format up front
This is not for you if
- You do not want to review delivered records.
- You want contact details only, with no screening trail.
- You would rather resolve billing questions by phone than by document.
Questions about the evidence
All questions for this offer →- Is this a legal assessment?
- No. Screening records facts against your criteria. Your attorneys assess merit and eligibility. Read the full answer
- What if the record does not match?
- Raise the specific field. The record is the evidence the review is run against. Read the full answer
Next step
Choose the record your intake needs to receive.
Tell us which fields matter, where records should arrive, and who will review discrepancies. The record supports screening review; it does not make legal judgments.